Add booked appointments to client tracking and notify team
Add booked appointments to client tracking and notify team
You get booked appointment rows that often go untriaged in your intake sheet, delaying outreach. They are added to a central tracking sheet and team channel so account staff can triage within minutes.
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Overview
When appointment rows sit untriaged in intake sheets, follow-up slips and client campaigns underperform. This flow writes each booked appointment into a central client tracking sheet and pings account and campaign managers in Slack so triage and outreach happen within minutes.